Square 9 Reviews

The ease of the document flow by moving from handling paper to working with scanned documents within multiple locations and ability of electronic data transfer to our accounting system.

The services come at cost, but Square 9 employees are very knowledgeable about their products and services provided.

Pricing is reasonable, and support is responsive. Support is all based within the company, which is located in CT, and there are wait times posted online. They are easy to contact, and generally get back to you within the day. Since the company is small, you can be escalated through the support and dev teams rather quickly depending on the severity of your issue.

Interface is clunky, and pushing updates company wide is not easy. Updates and hotfixes are frequent, but not advertised. You must request them. Additional modules implemented have not been successful. Base product is worth looking into for a small solution, but modules have not been reliable.

It is next to impossible to find an equitable solution for a similar cost. They price very appropriately for what you get.

Standard headaches that you could get with any number of platforms. Things happen, stuff may not be configured correctly, etc. I wish it were more intuitive and modernized, but that sounds like something that's in the works anyways so we'll see how that turns out.

low-code approach to processing logic design

little/no support on the weekends - our business operates 6 days/week so if we have issues on Saturday we sometimes have to wait

Square 9 is a very easy and functional tool to use in order to keep all important documents in one central location.

Sometimes documents take a long time to open/download. However, this is combatted by using the desktop version instead of the web browser version.

Communication is always good if I need help with anything. Easy turn around times.

Nothing I feel is missing. Everything that was needed for our company, Square9 satisfied.

It has an intuitive interface that makes it easy to navigate and use, even for those new to document management systems. I can quickly locate and access the tools I need. The ability to create and customise metadata fields for documents is a standout feature. This ensures that the documents are tagged with relevant information, making searching and sorting a breeze.

Mobile features are less than what we get on laptop.

Our agency had always done everything on paper and we were not very technologically savvy. Square 9 got us up to speed with their training and support and we have been able to dramatically reduce our amount of paper documents with a goal of making everything electronic.

Being new to document archiving, many of the processes were foreign and the terminology was unfamiliar. It was a slow start for us but Square 9 walked us though it and we were able to develop processes that worked for us.

Love the workflow design interface for global capture and global action. Also, the batch manager is SO useful in tracking the workflows and how they are working (or not working). The ability to tie documents to other databases with lookups is also very powerful.

I wish the documentation had some examples, esp with the OCR template setup. An example in particular of the directional OCR zones with repeats for line item data extraction into a table field. Even a walk through video would be VERY helpful. The current documentation doesn't explain all the settings and how to configure them for repeating zones. Since its difficult to explain in text, a visual would REALLY help. I've been fighting with it for some time now and I still don't have it working.

A hyperlink data type for URL fields would be a great add on. We have many documents that we would like to link to a mapping application ie. work permits link to a location. Many of our documents have a spatial reference that i have in a lookup field in another database that has geographic coordinates based on address. I can't believe this hasn't been implemented yet?! The proposed workaround in the forum doesn't work. The ability to click a hyperlink field that opens a new browser window to a specific URL would be SO nice.

Ease of use, reliability. I like how easy it is to search for documents and to export files

exporting can take awhile

I primarily use the program to input accounts payable invoices. Having all the invoices, contracts, tax forms, and crucial correspondence in one location is great for facilitating my workflow.

The Key Free feature is a wonderful tool in theory. However, I find myself having to go back and re-enter a lot of the line items, because it captured the invoice number or date incorrectly. Also, going back and forth from Key Free to manual entry is too time consuming, that I've discontinued using that feature.

The core Smart Search functionality is very strong and delivers "just works" kind of results. It installs fairly easily and the server requirements are pretty minimal.

I would definitely encourage someone looking at Smart Search to be certain that their reseller or integrator is well-versed in how to set up Smart Search as that will definitely impact the effectiveness of the installation and setup process. Ours was and our installation and user training went easily with few real issues.

Square 9 as a company is responsive to requests for assistance and support can usually resolve issues quickly.

The web interface is janky--just not well thought through and with some limitations that are not friendly to users. The client software that is more highly-featured is Windows only so if you are working with users who aren't on Windows that can create issues.

Configurability
Able to do a lot with the software.

SLOW!!!!
We originally got the version that didn't have a browser interface and it was MUCH faster. I recently had a job where we needed to scan several thousand documents and pull some info from them. It's taken a week to get it done.

Simplistic enough for our current use. We will be able to expand our usage as our needs grow in the future.

Some of the configuration setup could be a bit more simplistic. Video tutorials would be a massive help.

Square 9, for our window company, helps keep documents flowing and accessible for all sales people. Order documents and invoices can be found easily and minimize the need for accounting folks to help with the simple everyday tasks.

Can be hard to find things at the beginning.

Create use tailored to our specific organization. Enjoy workflow and webform customization. Document workflow is a plus as well

Install file size should be cut down. More professional service people to get faster response times for creating forms

Easy to create forms and automate where they go

database design is a bit strange since most of the data are stored in a single table

Its User Interface for validation users is so simple and minimum that validation users can't mess up.

Support. I've yet to get through to someone on the phone after over a dozen tickets opened, always a voice mail and email, then waiting hours for response.

My installation team, a reseller and it did not go well. I don't believe this was ever set up correctly to begin with and now it's a mess to try to figure out what went wrong. 5 months in and we still don't get 80% out of the product.

The ease of filing. Easy to navigate. Easy to use . the ability to easily access information will be beneficial

How global forms work is a little tricky. Workflows and such are kind of hard as when we were sold the software, they didn't state this portion of it.

Domain user groups are easy to assign security. User can easily search and view documents. Documents can be set to print specific information.

Ease of use. Ease of set-up. Workflow design and functionality, especially email importing and barcode recognition. Both allow almost fully automated indexing functionality.

When needed, technical support is difficult to reach when fast responses are needed to keep important business functions running that are depending on the software.